Filed June 1, 2026 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $25,727 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,778 | $81,537-9.5% | $149,718-50.7% | $69,631+6.0% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.1%+8.1pp | 70.7%+24.5pp |
| Annual return | 18.27% | 22.79%-4.5pp | 1501.63%-1483.4pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $3,169 | $3,239-2.2% | $5,445-41.8% | $2,032+55.9% |
| Participant deferral / active EE | $3,074 | $4,994-38.4% | $6,569-53.2% | $3,224-4.6% |
| Admin fee / account holder | $47 | $107-55.6% | $11,283-99.6% | $110-57.0% |